TormanoA trigger is the event that starts a workflow. Tormano offers these.
When a record changes
- Record created: a contact, company, deal, donation, grant, volunteer, event, or activity is created.
- Record updated: any field on the record changes.
- Field changed: one particular field changes, such as lifecycle becoming Donor.
- Stage changed: a pipeline stage changes.
- Form submitted: a web form or donation form is submitted.
On a schedule or a date
- Scheduled: runs on a repeating schedule you choose, such as every day at 9am in your organization’s time zone. Good for fiscal-year resets and recurring summaries.
- Date-based: runs relative to a date on the record, such as 30 days after a contact’s last activity, or 7 days before a grant deadline.
Other triggers
- Email event: someone opens or clicks one of your emails.
- Manual: you run the workflow on a record yourself.
Deleting a record does not start a workflow.
One trigger per workflow
Each workflow has exactly one trigger. To act on more than one event, build more than one workflow.